James Sylvia (CRD# 5743059) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 8 years of experience in the finance industry.
CRD# 6010341
Edward Jones
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 4299120
Wellspring Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Tigard, OR | May 2020 - Current | 4 |
| Td Ameritrade | Portland, OR | Mar 2020 - May 2020 | < 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Apr 2015 - Mar 2020 | 4 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Apr 2015 - Mar 2020 | 4 |
| Portland State University | Portland, OR | Sep 2013 - May 2015 | 1 |
| Brian Campagna | Lake Oswego, OR | May 2014 - Mar 2015 | < 1 |
| Securitas | Portland, OR | Aug 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- OR
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.